Cypress Asset Management Inc/Tx 13F Filings, Portfolio & Analysis

CIK: 0001030618
Houston 4550 Post Oak Place Drive Suite 317
Zip Code: 77027
Latest Portfolio Value
$454.99 M
+3.51%
12/31/2025
Total Holdings
105
0
12/31/2025
Latest Report Date
Q4 2025
12/31/2025
Top 10 Concentration
46.49%

Cypress Asset Management Inc/Tx — Portfolio Overview & Company Profile

Cypress Asset Management Inc/Tx (CIK: 0001030618) is a financial institution headquartered at 4550 Post Oak Place Drive, Suite 317, Houston, Texas 77027. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2025-12-31), the institution manages a portfolio valued at $454,985,136, comprising 105 distinct securities. Over its filing history, it has submitted 51 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Portfolio Summary (Q4 2025)

Top Buys

Q4 2025

No buy transactions available for this period

Top Sells

Q4 2025

No sell transactions available for this period

Asset Allocation

Stocks/ETFs
+3.51%
$454.99 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q4 2025)

Name Shares Market Value Weight Change Activity
172,163 $32.11 M 7.06% ▼ 3,963 Reduce -2.3%
110,719 $30.1 M 6.62% ▲ 1,716 Add 1.6%
52,467 $25.37 M 5.58% ▼ 344 Reduce -0.7%
22,336 $24 M 5.28% ▼ 365 Reduce -1.6%
68,814 $23.82 M 5.23% ▼ 809 Reduce -1.2%
59,221 $19.08 M 4.19% ▼ 114 Reduce -0.2%
50,788 $15.94 M 3.50% ▲ 3,808 Add 8.1%
68,989 $15.92 M 3.50% ▲ 146 Add 0.2%
14,410 $12.67 M 2.78% ▲ 414 Add 3.0%
24,868 $12.5 M 2.75% ▼ 268 Reduce -1.1%

Historical Portfolio Charts